Customer Services Advisor

The Vacancy

As a Permanent Customer Service Advisor in our Retention team, you will play a key role in supporting our customers and Financial Advisers.

This is a great opportunity for someone who really enjoys speaking to customers and helping by solving problems, working collaboratively, promoting our products and delivering high-quality service in a fast-paced environment.

What you’ll be doing:

• Handling a high volume of inbound calls and enquiries with professionalism and care
• Responding to customer correspondence via email and letter
• Liaising with customers, Financial Advisers, and third parties to process instructions and resolve queries
• Working closely with your team to meet service standards and deliver a seamless customer experience.

What we’re looking for:

• A confident communicator with a strong telephone manner
• Ability to recognise opportunities to help our customers achieve their financial goals by promoting our products.
• Excellent written and verbal communication skills
• Good computer literacy and attention to detail
• A team player with strong organisational skills and the ability to prioritise effectively
• Someone who enjoys investigating and resolving issues

What we offer:

• £23,842 annual salary
• 25 days holiday plus bank holidays per annum
• Excellent discretionary annual bonus scheme (circa £1660.00)
• Contributory pension scheme (up to 15%)
• Life cover (x4 pensionable salary)
• Hybrid working after training (1 day week from home)
• Supportive team culture
• Dedicated training programme and on-going development
• 1 days paid charitable workday
• Employee Wellbeing Programme

Working hours:

35 hours per week, Monday to Friday. Start times rotate weekly between 8:30–16:15 or 9:15–17:00. Flexibility is required.

Ready to make a difference?

Apply now and be part of a team that values service, integrity, and community.